See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $611,632 | $197,591+209.5% | $177,821+244.0% | $158,922+284.9% |
| Participation rate | 94.1% | 88.5%+5.6pp | 87.7%+6.4pp | 82.0%+12.2pp |
| Annual return | 21.17% | 58.76%-37.6pp | 48.32%-27.2pp | 302.83%-281.7pp |
| Employer contribution / active EE | $22,125 | $6,697+230.3% | $5,918+273.8% | $4,761+364.7% |
| Participant deferral / active EE | $16,168 | $8,405+92.4% | $7,714+109.6% | $5,982+170.3% |
| Admin fee / account holder | $4,162 | $15,399-73.0% | $12,427-66.5% | $11,246-63.0% |